Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Southern Farm Bureau Life Insurance | 3.0M | $65M | 0% | Dec 2025 |
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| Ferguson Shapiro | 2.2M | $49M | 17% | Dec 2025 |
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| AE Wealth Management | 1.9M | $41M | -5% | Dec 2025 |
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| Mid-American Wealth Advisory Group | 1.1M | $25M | 4% | Dec 2025 |
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| HighTower Advisors | 920k | $20M | 1071% | Dec 2025 |
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| Private Advisor | 873k | $19M | 100% | Dec 2025 |
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| Reuter James Wealth Management | 872k | $19M | -22% | Dec 2025 |
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| Altfest L J & Co | 853k | $19M | 2% | Dec 2025 |
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| LPL Financial | 826k | $18M | 121% | Dec 2025 |
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| Ancora Advisors | 821k | $18M | 0% | Dec 2025 |
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| Lloyd Advisory Services | 691k | $15M | 11% | Dec 2025 |
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| Insight Wealth Strategies | 640k | $14M | 100% | Dec 2025 |
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| Financial Enhancement | 410k | $8.9M | 100% | Dec 2025 |
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| Park Edge Advisors | 381k | $8.3M | -1% | Dec 2025 |
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| Evergreen Capital Management | 347k | $7.6M | 2% | Dec 2025 |
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| Broussard Financial Group | 346k | $7.6M | 100% | Dec 2025 |
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| Aprio Wealth Management | 296k | $6.5M | -3% | Dec 2025 |
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| Heck Capital Advisors | 286k | $6.3M | 7% | Dec 2025 |
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| Magnolia Private Wealth | 268k | $5.9M | -16% | Dec 2025 |
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| Cumberland Partners | 266k | $5.8M | 22% | Dec 2025 |
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| Authentikos Wealth Advisory | 242k | $5.3M | -23% | Dec 2025 |
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| Citadel Advisors | 209k | $4.6M | -76% | Sep 2025 |
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| Private Client Services | 208k | $4.6M | 5% | Dec 2025 |
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| Hollencrest Securities | 202k | $4.4M | 0% | Dec 2025 |
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| Howard Bailey Securities | 175k | $3.8M | 8% | Sep 2025 |
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| LifeWealth Investments | 153k | $3.4M | -2% | Dec 2025 |
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| Hilltop Holdings | 145k | $3.2M | 56% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 144k | $3.2M | -44% | Dec 2025 |
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| Great Lakes Retirement | 135k | $2.9M | -6% | Dec 2025 |
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| Principal Securities | 130k | $2.8M | 25% | Dec 2025 |
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| Gladstone Institutional Advisory | 123k | $2.7M | -8% | Dec 2025 |
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| Elevated Capital Advisors | 112k | $2.5M | -2% | Dec 2025 |
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| Encompass More Asset Management | 92k | $2.0M | 3% | Dec 2025 |
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| Royal Bank of Canada | 81k | $1.8M | 0% | Sep 2025 |
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| Aegis Wealth Management | 76k | $1.7M | 100% | Dec 2025 |
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| Commonwealth Equity Services | 72k | $1.6M | -2% | Dec 2025 |
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| Belpointe Asset Management | 67k | $1.5M | 21% | Dec 2025 |
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| Proficio Capital Partners | 62k | $1.4M | -73% | Dec 2025 |
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| IHT Wealth Management | 61k | $1.3M | 5% | Dec 2025 |
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| Kestra Private Wealth Services | 61k | $1.3M | 4% | Dec 2025 |
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| Integrated Wealth Management | 60k | $1.3M | 100% | Dec 2025 |
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| Centennial Advisors | 54k | $1.2M | 100% | Dec 2025 |
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| Summit Financial | 54k | $1.2M | -19% | Dec 2025 |
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| Csenge Advisory Group | 44k | $965k | -2% | Dec 2025 |
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| WESPAC Advisors | 42k | $927k | -21% | Dec 2025 |
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| Kingdom Financial Group | 41k | $890k | 66% | Dec 2025 |
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| Farther Finance Advisors | 37k | $799k | -9% | Dec 2025 |
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| SMART Wealth | 34k | $736k | -4% | Dec 2025 |
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| Straight Path Wealth Management | 31k | $689k | 5% | Dec 2025 |
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| 4wealth Advisors | 30k | $647k | -3% | Dec 2025 |
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| Pekin, Singer Strauss Asset Management | 28k | $616k | -15% | Dec 2025 |
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| Envestnet Asset Management | 26k | $578k | 11% | Dec 2025 |
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| Professional Financial Advisors | 26k | $575k | 4% | Dec 2025 |
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| Equitable Holdings | 26k | $570k | 100% | Dec 2025 |
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| Susquehanna International | 20k | $439k | 100% | Dec 2025 |
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| Anchor Investment Management | 20k | $435k | -1% | Dec 2025 |
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| Mml Investors Services | 20k | $426k | 13% | Dec 2025 |
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| Evolution Wealth Management | 19k | $416k | 30% | Dec 2025 |
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| Old Mission Capital | 19k | $410k | -80% | Dec 2025 |
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| CWC Advisors | 16k | $354k | 2% | Dec 2025 |
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| Jane Street | 15k | $329k | -52% | Dec 2025 |
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| Magnus Financial Group | 14k | $305k | -15% | Dec 2025 |
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| Goldman Sachs Group | 14k | $302k | 100% | Dec 2025 |
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| Clarity Financial | 13k | $291k | 100% | Dec 2025 |
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| Golden Reserve Retirement | 13k | $282k | 100% | Dec 2025 |
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| Foundations Investment Advisors | 13k | $279k | 37% | Dec 2025 |
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| FSA Advisors | 12k | $267k | 100% | Dec 2025 |
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| BCJ Capital Management | 12k | $260k | 100% | Dec 2025 |
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| FSR Wealth Management | 11k | $247k | -25% | Dec 2025 |
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| Longview Financial Advisors | 10k | $225k | 0% | Dec 2025 |
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| Networth Advisors | 9.9k | $216k | 100% | Dec 2025 |
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| Advisor Group Holdings | 9.5k | $207k | 70% | Dec 2025 |
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| Quest 10 Wealth Builders | 8.0k | $175k | 3% | Dec 2025 |
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| Group One Trading | 6.0k | $132k | -71% | Dec 2025 |
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| IFP Advisors | 6.0k | $131k | 12% | Dec 2025 |
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| Key Capital Management | 3.2k | $71k | 100% | Dec 2025 |
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| Colonial Trust Co / SC | 2.0k | $44k | 0% | Dec 2025 |
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| Us Bancorp | 900.00 | $20k | 0% | Dec 2025 |
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| Private Trust Co Na | 820.00 | $18k | 0% | Dec 2025 |
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| Geneos Wealth Management | 781.00 | $17k | -44% | Dec 2025 |
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| National Bank Of Canada /fi/ | 634.00 | $14k | -75% | Dec 2025 |
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| Flagship Harbor Advisors | 550.00 | $12k | 100% | Dec 2025 |
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| Rockefeller Capital Management | 550.00 | $12k | 100% | Dec 2025 |
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| Virtus ETF Advisers | 431.00 | $9.4k | -4% | Dec 2025 |
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| Painted Porch Advisors | 285.00 | $6.2k | 0% | Sep 2025 |
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| Pineridge Advisors | 97.00 | $2.1k | 0% | Sep 2025 |
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| Assetmark | 58.00 | $1.3k | 100% | Dec 2025 |
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| Wells Fargo & Company | 2.00 | $40.000000 | 100% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Whalen Wealth Management | Sep 2025 | 160k | $3.5M |
| Family Management Corporation | Sep 2025 | 33k | $716k |
| Ausdal Financial Partners | Sep 2025 | 32k | $700k |
| Brookstone Capital Management | Sep 2025 | 13k | $276k |
| Brighton Jones | Sep 2025 | 11k | $229k |
| Simplex Trading | Sep 2025 | 8.7k | $190k |
| Decker Retirement Planning | Sep 2025 | 1.0k | $22k |
| Advisory Services Network | Sep 2025 | 469.00 | $10k |
| Financial Life Planners | Sep 2025 | 353.00 | $7.7k |
| Richard W. Paul & Associates | Sep 2025 | 263.00 | $5.7k |
| Aspect Partners | Sep 2025 | 239.00 | $5.2k |